Wealth Adviser | Bethlehem
PSG Konsult Ltd
PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients'âÃÂàfinancial wellbeing.Job description: This is an opportunity for a dynamic Wealth Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. Responsibilities: Financial advice and planning Handle and solve client enquiries Compile and process of new policy applications, administration and compliance Business maintenance and development Minimum requirements: Relevant financial qualification (Preferably a completed Bachelor's Degree majoring in Financial Planning/Investment Planning/Risk Management/Economics/Accounting/Business Management) or LLB Postgrad qualification in Financial Planning CFP® Qualification (Advantageous) Regulatory Exam (RE5) for Representatives passed 2+ years' experience in a financial service environment as a Paraplanner Proficient in both spoken and written English and at least one other of the official South African languages Computer literacy (MS Office) Strong technical, administrative and marketing skills Valid driver's license and own vehicle Competencies required: Analytical thinking Customer Service Presentation skills Analytical skills Closing date: 23-Jun-2026
Vacancy posted 24 days ago
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